Adding a signature acknowledgment for HR documents

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Adding a Signature Acknowledgment for HR Documents

    The Zurich release allows you to add acknowledgment check boxes with custom text on HR documents linked to HR tasks, enhancing the clarity of signatures related to review, approval, responsibility, or authorship. Note that HR Document Templates are now deprecated; customers should use Document Templates for the latest functionality and refer to migration guidelines for transitioning from the deprecated templates.

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    Key Features

    • Signature Acknowledgment Types: Options include e-signatures, sign document tasks, and acknowledgment through login credentials.
    • Creation Methods:
      • From an HR task: Adds acknowledgment check box and text for a specific HR task only.
      • From an HR template: Generates acknowledgment check box and text for every future request of the same HR service.
      • From an HR document template: Creates acknowledgment check box and text for each associated document in HR cases.
    • Automated Signing Requests: Utilize DocuSign templates for automating signing requests effectively.

    Key Outcomes

    By implementing signature acknowledgments, you enhance the documentation process within HR tasks, ensuring clarity and accountability. Customers will benefit from a streamlined acknowledgment process that is adaptable to various HR tasks and document types, ultimately leading to improved compliance and record-keeping.

    You can add an acknowledgement check box with customized text on HR documents associated with an HR task.

    Important:

    Starting with the Zurich release, HR Document Templates is deprecated and no longer supported or available for new activation.

    Use Document Templates that provides the latest experience for this functionality. For migration guidelines, see Migrating from HR Document Templates to Document Templates.

    For deprecation details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

    Signature acknowledgements are a way to capture the meaning of the signature, such as review, approval, responsibility, or authorship.

    For the e-signatures task type, you can show a check box and clarifying text about the meaning of the signature. E-signature acknowledgment

    For the sign document task type, you can show a check box and clarifying text about the meaning of the signature.Sign document acknowledgment

    For acknowledgments, you can show a check box and clarifying text about using login credentials.Credential acknowledgment

    There are multiple ways to add the check box and text for the different task types.
    Create signature acknowledgment from an HR task
    Using this method creates the acknowledgment check box and text one time for the specific HR task. It does not save it for future HR tasks of the same type.
    • From an existing HR case, add an HR task.
    • From the HR task, select an HR Task Type of:

      E-Signature.

    • Select an E-signature template.
    Note:
    See Adding an HR task to an HR case.
    Create or modify an HR template (task)
    Using this method creates an acknowledgment check box and text every time the HR service is requested for an HR case.
    • Table: Select an HR task table.
    • HR task type: Select one:
      • E-Signature
      • Sign Document
        Note:
        The parent HR case requires a PDF document.
      • Credential
    • Acknowledgment document: Attach a document.
    • Acknowledgment text: (Add this field) Enter text to appear next to check box.
    Note:
    See Configure an HR task template.
    Create or modify an HR document template
    Using this method creates an acknowledgment check box and text every time the document is associated with an HR case.

    From the HR document template, add text in the Acknowledgment text field.

    Note:
    See Configure an HR document template (HTML) or Configure an HR PDF document template.
    Automate signing requests using templates
    For more information on using DocuSign templates and automating signing requests using templates, see How to automate signing requests using templates.